Integrated Financial Solutions
Latest statistics and disclosures from Integrated Financial Solutions's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002086529
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Portfolio Holdings for Integrated Financial Solutions
Integrated Financial Solutions holds 24 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 22.8 | $27M | 169k | 157.99 |
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| Apple (AAPL) | 20.9 | $25M | 120k | 205.17 |
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| Broadcom (AVGO) | 17.5 | $21M | 75k | 275.65 |
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| Advanced Micro Devices (AMD) | 5.4 | $6.4M | 45k | 141.90 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.5 | $5.3M | 30k | 176.24 |
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| Asml Holding N V N Y Registry Shs (ASML) | 4.4 | $5.2M | 6.5k | 801.39 |
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| Microsoft Corporation (MSFT) | 3.2 | $3.7M | 7.5k | 497.41 |
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| Amazon (AMZN) | 2.9 | $3.4M | 16k | 219.39 |
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| Super Micro Computer Com New (SMCI) | 2.8 | $3.3M | 68k | 49.01 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 2.6 | $3.0M | 53k | 56.85 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.5 | $3.0M | 4.8k | 617.81 |
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| Powell Industries (POWL) | 2.1 | $2.5M | 12k | 210.45 |
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| The Trade Desk Com Cl A (TTD) | 1.2 | $1.5M | 20k | 71.99 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 1.0 | $1.2M | 10k | 115.35 |
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| Pfizer (PFE) | 0.9 | $1.1M | 45k | 24.24 |
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| Rh (RH) | 0.9 | $1.0M | 5.5k | 189.01 |
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| Reddit Cl A (RDDT) | 0.9 | $1.0M | 6.8k | 150.57 |
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| Astera Labs (ALAB) | 0.9 | $1.0M | 11k | 90.42 |
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| Select Sector Spdr Tr Technology (XLK) | 0.7 | $783k | 3.1k | 253.24 |
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| Applovin Corp Com Cl A (APP) | 0.6 | $713k | 2.0k | 350.08 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $550k | 1.3k | 438.27 |
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| Palo Alto Networks (PANW) | 0.3 | $399k | 2.0k | 204.64 |
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| Upstart Hldgs (UPST) | 0.3 | $347k | 15k | 23.68 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $306k | 350.00 | 873.10 |
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Past Filings by Integrated Financial Solutions
SEC 13F filings are viewable for Integrated Financial Solutions going back to 2025
- Integrated Financial Solutions 2025 Q3 filed Nov. 12, 2025